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10 Glenlake Parkway North Tower, Suite 1000, Atlanta, GA 30328 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-01-09 |
Branch Locations
10 Glenlake Parkway North Tower, Suite 1000, Atlanta, GA 30328 • United States
5495 Belt Line Road Ste 390, Dallas, TX 75254 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Guidestone Financial Resources | Dallas | TX | 09/2009 | 12/2023 |
| Guidestone Advisors | Dallas | TX | 09/2009 | 12/2023 |
| Capital Investment Advisors | Dallas | TX | 01/2024 | Present |
| Capital Investment Advisors | Dallas | TX | 01/2026 | 06/2026 |
| Capital Investment Advisors | Dallas | TX | 07/2026 | Present |
Name of the business: Tricia Roos Consulting LLC. / DBA Role Call Consulting Investment-related: NO Address of the other business: Personal residence Nature of the other business: Education consulting Position: Vice President Title, or relationship with the other business: 50% ownership with wife Start date of your relationship: Business was started in May of 2021 Approximate number of hours/month you devote to the other business: 2 Number of hours you devote to the other business during securities trading hours: 0 Describe your duties relating to the other business: I do not participate in the operation of the business
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-04-29 |
| S63 | Uniform Securities Agent State Law Examination | 2005-08-26 |
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